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Added 8 mins ago
B
Senior Resource Manager
BIMM
Toronto, ON
- Full-time
…Operations, HR, Talent Team, and Finance, the Senior Resource Manager proactively identifies capacity constraints, staffing gaps, utilization risks, and future resourcing requirements. The…
Added 8 mins ago
WC
(CAN) Pharmacy Assistant
Walmart Canada
Fredericton, NB
- Full-time
…Operations required of a team player. They are a key member in the delivery of superior customer…
Added 8 mins ago
DC
Manager, Integrated Care & Experience
Durham Community Health Centre
Oshawa, ON
- Full-time
The Manager, Integrated Care & Experience is part of the management team responsible for delivering DCHC's integrated model of care across programs and services. Reporting to the Vice…
Added 8 mins ago
BC
Associate Director, Finance
British Columbia Institute of Technology
Burnaby, BC
- $115,378 to $165,856 CAD / year
- Full-time
Leads the delivery of accurate financial forecasts and plans ensuring all identified risks are quantified and appropriately recorded. Collaborates with budget owners to develop robust plans…
Added 8 mins ago
PM
Clubhouse Manager
Pitt Meadows Golf Club
Pitt Meadows, BC
- Full-time
Develops and continually improves an on-course Food & Beverage service plan, including ordering and delivery solutions and appropriate service coverage for peak demand, tournaments, and…
Added 8 mins ago
SS
Senior Product Manager
Soho Square Solutions
Toronto, ON
- Contract
Drive development and delivery of solutions that support best‑practice data management and production processes; ensure scalability and long‑term maintainability.
Added 8 mins ago
ZS
Banner SaaS Project Manager
Zodiac Solutions, Inc
Toronto, ON
- Full-time
10+ years’ experience leading enterprise-scale SaaS, ERP, or CRM implementation programs in a complex, matrixed environment as a Project or Program Manager.
Added 8 mins ago
CI
Events Manager
Circular Innovation Council
AB · Edmonton, AB
- Contract
The Circular Innovation Council is hiring an experienced Events Manager on a short-term contract to lead the planning and delivery of the Canadian Circular Economy Summit 2027.
Added 14 mins ago
AI
Account Executive- Fleet Leasing
Altruck International Centres
Guelph, ON
- Full-time
Guide each deal from first conversation through negotiation, approval and delivery.
Added 14 mins ago
GVES - Early Childhood Educator 6.00 Term
Nova Scotia Regional Centres for Education & CSAP
Wolfville, NS
…Lead Early Childhood Educator (LECE) within the Pre-primary Program Team, to ensure a supportive and secure environment for young children attending the Pre-primary Program. The ECE will…
Added 25 mins ago
SH
Registered Practical Nurse, GEN Family Maternity Centre (EXTERNAL)
Scarborough Health Network
Toronto, ON · Scarborough, ON
- Part-time
Reporting to the Patient Care Manager, the Registered Practical Nurse (RPN) is a professional caregiver who is responsible and accountable for providing quality patient care within a total…
Added 25 mins ago
DC
Manager, Integrated Care & Experience
Durham Community Health Centre
Pickering, ON
- Full-time
The Manager, Integrated Care & Experience is part of the management team responsible for delivering DCHC's integrated model of care across programs and services. Reporting to the Vice…
Added 25 mins ago
RC
Director, Intelligent Enterprise Transformation Leader - Finance
RSM Canada
Toronto, ON
- Full-time
…operates differently once the platform is live. You are not the program manager and you are not the solution architect - you are the leader accountable for the future-state operating model,…
Added 25 mins ago
CO
Business Advisor
City of Saint John
Saint John, NB
- Full-time
The position serves as backup to the Customer Service Manager and provides leadership to the Customer Experience Specialist.
Added 25 mins ago
CO
Manager, Digital Solutions
City of Saint John
Saint John, NB
- Full-time
The Manager, Digital Solutions, is responsible for the delivery and ongoing management of the City’s enterprise applications, digital solutions, and data and information management…
Added 25 mins ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
Under the direction of the designated IT Manager, the Application and Integration Technical Analyst is a technical lead responsible for system architecture, data strategy, and integration…
Added 29 mins ago
C
Program Manager, Delivery Portfolio, Digital Products & Innovation (French Services) (Telework/Hybrid)
CBC/Radio-Canada
Toronto, ON
- Full-time
Reporting to the Director, Digital Delivery Portfolio, the Program Manager plays a key role in overseeing and coordinating the program's various mandates, facilitating communication and…
Added 29 mins ago
R
Vice President, Financing Specialist
RBC
AB · Red Deer, AB · Calgary, AB
- Full-time
…collaboration with key partners and clients, in structuring, delivery and management of bank lending solutions across the mid-market customer…
Added 29 mins ago
WG
Warehouse Associate (1 Year Contract)
Wolseley Group
Ottawa, ON
- Full-time
Competitive retirement savings program including RRSP and Defined Contribution pension plan with employer matching up to 5.25% Day 1
Added 29 mins ago
PH
Booking and Program Clerk Secretary
Providence Healthcare
Vancouver, BC
- Other
Reporting to and as directed by the Patient Care Manager, or designate (and receiving work direction from physician(s)), the position
Added 29 mins ago
W
ERP Product Owner
WildBrain
Toronto, ON
- Full-time
Drive the delivery of measurable business outcomes, including:
Added 29 mins ago
WT
Software Development Manager, Institutional Transfers
Wealthsimple Technologies
Remote, Canada
- $166,400 to $208,000 CAD / year
- Full-time
- Remote
As an Engineering Manager, you'll lead a team of software developers while helping shape the technical direction, delivery strategy, and culture of Institutional Transfers. You'll balance…
Added 29 mins ago
TC
Senior Operational Technology (OT) Integration Architect
TRC Companies, Inc.
Montreal, QC
- Full-time
…(SCADA). The Senior OT Integration Architect is a customer-facing delivery expert that is both business and technically oriented, an effective communicator, a trusted advisor, and can…
Added 29 mins ago
Senior Manager, Branch & ABM Transformation
Scotiabank
Toronto, ON
The Sr. Manager, Branch and ABM Transformation is responsible for supporting and executing multiple priority initiatives within the Integrated Channel Strategy for the Retail Branch Channel.
Added 29 mins ago
Senior Manager, Analytics and BI
Scotiabank
Toronto, ON
Reporting to the Director, Analytics and BI - Deposits & Investments within Canadian Banking, the Sr. Manager, Analytics and BI – Investments provides strategic analytical, modelling, and…

Scotiabank

Scotia Jarislowsky Fraser Portfolio Administrator

Markham, ON, L3R 0B8, Canada

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Job details

Apply by: Oct 21, 2026
Posting language: English
Posted: Oct 8, 2026

Original job description

Requisition ID: 275944
Employee Referral Program – Potential Reward: $1,000.00

We are committed to investing in our employees and helping you continue your career at Scotiabank.

Purpose

To work closely with the Relationship Managers in the management of the overall book of business by providing effective and efficient client service and in the execution of business development related activities. The role is a dedicated client servicing support role, designed to create capacity and support the Relationship Managers to focus on value-added client activities.

Additionally, the Portfolio Administrator will support and deliver upon the market and regional goals of operational excellence through ongoing review and enhancement of processes, practices and execution methods.

The Portfolio Administrator understands how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions, ensuring that all activities conducted are in compliance with governing regulations, internal policies and procedures.

IS THIS ROLE RIGHT FOR YOU?

Major Accountabilities

Client Service

Strong understanding of SJF value proposition for Consistent delivery of the desired client experience during all client interactions
Key point of contact for clients on behalf of assigned Relationship Manager
Responding to client inquiries in a timely, responsive and professional manner, including executing on client cash management requests
Escalating issues to the Relationship Managers and or Governance & Operations Manager as appropriate
Preparing routine client correspondence and ad-hoc, customized client reporting
Actively supporting the implementation of client wealth strategies through detailed and accurate management of portfolio administration tasks and activities
Quality, timely and effective management of account opening process
Coordinating and managing the end to end client onboarding processes with respect to operational and administrative processes
Preparing for client annual reviews
Maintaining accurate client information and files in electronic or paper format as may be required
Reviewing processes and providing recommendations to improve the client experience, add value and enhance efficiencies through implementation of best practices and ongoing process reengineering
Following up with clients on missing or incomplete documentation
Using strong knowledge of the Bank’s, Scotia Wealth and SJF diverse products and services, to ensure the client’s needs are well understood, documented and satisfied
Partnering with all internal product/service business partners, as required ensuring client needs are met
Actively listening and seeking client feedback on products, services and the delivery of client experience for purposes of client service and opportunity identification
Consistently executing on Scotia Wealth and SJF service standards through proactive contact, central client point of contact, recording and maintaining the Client Contact database
Responding to client and Senior Management inquiries
Resolving client issues expeditiously and accurately and/or escalating problem situations when appropriate
Proactively identifying and implementing strategies to address client needs
Please note that this role includes physical filing and document handling responsibilities that cannot be performed remotely. As a result, in-office presence is a requirement of the position.

Support Relationship Managers

Preparing, creating and customizing of client reports
Working with Trust Officers to ensure that all investment strategies and principals are applied appropriately
Supporting Relationship Managers to execute upon business planning activities and events
Providing Portfolio Administration support functions as required for Estate & Trust portfolios and/or direction to Portfolio Administrators.
Ensuring a comprehensive understanding of each client’s financial needs, risk tolerance, and long-term objectives by maintaining ongoing dialogue staying abreast of any changes in client lifestyle / needs or capital
market conditions that may affect clients’ financial objectives
Accurate management of client information and data through use and knowledge of applicable systems
Demonstrate strong organizational skills and attention to detail in order to successfully support the team and relationship managers

Business Development

Coordinating prospecting and business development activities on behalf of the Relationship Managers
Supporting the execution of marketing strategies to attract and retain valuable clients i.e. coordinating internal/external professional presentations and reports
Coordinating interactions between clients / prospects and the Relationship Managers and Team of Experts or other Scotiabank Partners
Liaising with internal referral sources to ensure timely communication, response and resolution to inquiries and relationship management needs
Preparing materials for business development meetings
Following up on action items from business development meetings
Identifying referral opportunities to Scotia Wealth partners, ScotiaMcLeod, Commercial Banking, Retail and other key partners

Risk Management/Compliance

Minimizing the Bank’s exposure to risk by maintaining awareness and ensuring compliance/adherence to all procedures, regulatory activities and guidelines including Privacy, Anti-Money Laundering, Anti-Terrorist
Financing, FCAC, Know your Client, Occupational Health & Safety and Guidelines for Business Conduct
Supporting the Relationship Managers in maintaining client portfolios in accordance with established firm strategy which includes, utilizing the Central Portfolio Models and pools, focusing on client segmentation and client’s risk appetite
Participating in all aspects of compliance and the identification of actions or changes in policy and/or procedures in order to remediate non-compliance in the business.
Adhering to bank and firm standards, policies and business practices to ensure that Private Investment Counsel is meeting the appropriate regulatory and compliance requirements as they relate to both new and existing accounts
Escalating, documenting and reporting any unusual occurrences, suspicious or fraudulent activities, as per established procedures

Team Membership

Contributing to the effective functioning of the SJF team
Fostering and developing a strong, positive team environment, driving employee empowerment, innovation and a high degree of engagement
Building effective working relationships across the team and with various business line, internal and external stakeholders
Maintaining a high level of client service
Facilitating a culture of open and honest communication
Actively participating and contributing to coaching sessions, touchbases and team meetings
Encouraging the generation of new ideas and approaches
Actively sharing knowledge and experience to enhance the development of all team members
Developing and executing a meaningful employee development plan.

DO YOU HAVE THE SKILLS?

University Degree (Business, Economics, Accounting, Finance), College Diploma or equivalent
CSC, industry experience and/or Investment management knowledge is an asset
Two years industry experience
Strong relationship management skills
Proficient in providing support to sales and business development activities
Strong interpersonal, communication & listening skills
Results/Goal achievement oriented
Self- motivated and disciplined
Executes with Integrity
Proficient in the completion of a Financial Plan
Thorough knowledge of each Scotia Wealth & SJF Business Line’s value proposition and product and service offering in order to identify opportunities across the Scotia Wealth partners
Working knowledge of the products and services offered by Scotiabank partners in order to identify and refer clients as appropriate.

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. Jarislowsky, Fraser Limited (“JFL”) is a wholly-owned subsidiary of The Bank of Nova Scotia (“Scotiabank”) and operates as a distinct business division. JFL manages the portfolios of pension funds, foundations and endowments, corporations and high-net-worth individuals in Canada and internationally.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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More about this job

Responsibilities

Provide client servicing and portfolio administration support to Relationship Managers, including client inquiries, account opening, onboarding, reporting, and ongoing client record management. Support business development and team activities while ensuring investment administration follows firm policies, regulatory requirements, and risk controls.

Requirements

A university degree in business, economics, accounting, or finance, a college diploma, or equivalent is requested; two years of industry experience is specified. Strong relationship management, communication, organization, financial planning, and business development support skills are sought, while the CSC, industry experience, and investment management knowledge are assets.

Skills

Client Service
Relationship Management
Portfolio Administration
Account Opening
Client Onboarding
Business Development
Financial Planning
Investment Management
Risk Management
Regulatory Compliance
Anti-Money Laundering
Know Your Client
Client Reporting
Communication
Organization
Attention To Detail

Visa sponsorship

Not detected in the job text

Keywords

Scotia Wealth
Jarislowsky Fraser
Portfolio Administration
Relationship Management
Client Service
Client Onboarding
Account Opening
Cash Management
Client Reporting
Financial Planning
Investment Management
Central Portfolio Models
Client Segmentation
Risk Appetite
Risk Management
Regulatory Compliance
Anti-Money Laundering
Anti-Terrorist Financing
Know Your Client
FCAC
Privacy
Business Development
Prospecting
Estate And Trust Portfolios
Client Contact Database
CSC

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